Kyle Morgan Smith, CFP®, CLU®, RICP®

Wealth Management Advisor

My Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert staff. Together, we make a strong commitment to customer service.  Here you will find a listing of the people who help make it happen.  If you have a problem or need assistance at any time, please let us know.

 

Gary P Hynes, AWMA®

Associate Wealth Management Advisor
Office 847-663-7000
 
Rumelia F Lodhia

Rumelia F Lodhia

Associate Financial Representative
Office 847-663-7062
 
Kathryn G Dieter

Kathryn G Dieter

Financial Planning Consultant
Fax 847-663-7000

Katie Dieter has been with Northwestern Mutual since 2007 and serves as my Financial Planning Consultant.  In this role Katie helps me deliver financial security to my clients by developing personalized financial plans based on my client’s specific goals.  Katie also consults with me to provide investment product solutions as part of our long-term strategy which is consistent with the goals outlined in the plan.  Katie holds the Series 7, 63, 66, 9 & 10 and is fully licensed in life, health and disability insurance.  Katie has degree in Sociology and a minor in Mathematics.

 

Ashley Z Salgado

Office Manager
Office 847-663-7198
 

Stephanie Dominguez

Invest Operations Asst
Office 847-663-7136
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck